Email Provider Setup Guide

2025-12-26

πŸ“§ Email Provider Configuration Guide

Learn how to connect your email provider to enable automated emails from your system.

πŸ” What is an Email Provider?

An email provider allows your system to send automated transactional emails such as:

  • Invoices & receipts
  • Appointment confirmations
  • System notifications
  • Customer communications

Once configured, emails are sent automatically without opening your email app.

βš™οΈ How Email Sending Works

  1. You select an email provider (e.g. Brevo, SendGrid)
  2. You enter the provider credentials
  3. The system securely connects to the provider
  4. Emails are sent automatically from your app
πŸ’‘ If no provider is configured, the system will fall back to your device’s default email app.

βœ… Supported Email Providers

🟒 Brevo (Recommended)

Easy setup Β· SMB friendly Β· Reliable

View Setup
πŸ”΅ SendGrid

Popular SaaS choice Β· High deliverability

View Setup
🟣 Mailgun

Developer-focused Β· Domain based

View Setup
🟠 Amazon SES

Enterprise Β· Very low cost

View Setup
βš™οΈ Custom Provider

Use your own email API or gateway

View Setup

🧩 Common Email Provider Fields

Field Description Example
Provider The email service you are using brevo, sendgrid
API Key Main authentication key xkeysib-xxxxx
API Secret Secondary key (if required) xxxxxxxx
From Email Email address emails are sent from noreply@company.com
Domain Required for some providers mg.company.com
Region Used by cloud providers like SES eu-west-1
⬇️ Continue below for step-by-step setup for each provider

🟒 Brevo Email Provider Setup

Brevo (formerly Sendinblue) is the recommended email provider for most users due to its simple setup, reliability, and excellent deliverability.

πŸ” Provider Overview

Brevo is a cloud-based email service designed for transactional and automated emails. It is well suited for:

  • Invoices & receipts
  • Appointment confirmations
  • Password resets & notifications
  • System-generated emails
🌐 Official Website: https://www.brevo.com

Step 1 β€” Create or Access Your Brevo Account

  1. Open the Brevo website:
    https://www.brevo.com
  2. Sign up for a new account or log in
  3. Confirm your account email address
⚠️ Emails will not be delivered until your Brevo account and sender email are verified.

Step 2 β€” Verify Your Sender Email

  1. Log in to the Brevo dashboard
  2. Navigate to Settings β†’ Senders & IPs
  3. Add the email address you want to send emails from
  4. Confirm the verification email sent by Brevo
πŸ’‘ Example sender email:
noreply@yourcompany.com

Step 3 β€” Generate an API Key

  1. Open the Brevo dashboard
  2. Go to SMTP & API
  3. Select API Keys
  4. Click Create a new API key
  5. Copy the generated API key
πŸ” Treat this API key like a password. Do not share it publicly.

Step 4 β€” Enter Configuration in the JSON Editor

In your system settings, open the Email Provider JSON editor and enter the following configuration:

{
  "provider": "brevo",
  "api_key": "xkeysib-xxxxxxxxxxxxxxxxxxxx",
  "from": "noreply@yourcompany.com"
}
      
Field Required Description
provider Yes Must be exactly brevo
api_key Yes The API key generated in your Brevo dashboard
from Yes A verified sender email address

πŸ§ͺ Testing Your Configuration

  1. Save the JSON configuration
  2. Send a test email from your app
  3. Check the recipient inbox (and spam folder)
βœ… If successful, emails will be sent automatically without opening your email client.

❌ Common Problems & Solutions

  • 401 / Unauthorized β†’ API key is incorrect
  • Email not received β†’ Sender email not verified
  • Invalid JSON β†’ Missing quotes or commas

πŸ”΅ SendGrid Email Provider Setup

SendGrid is one of the most widely used transactional email providers for SaaS platforms and enterprise systems.

πŸ” Provider Overview

SendGrid is a cloud email service owned by Twilio, designed for high-volume and reliable email delivery. It is commonly used for:

  • System notifications
  • Transactional emails
  • Customer communications
  • High-volume SaaS platforms
🌐 Official Website: https://sendgrid.com

Step 1 β€” Create or Access Your SendGrid Account

  1. Visit the SendGrid website:
    https://sendgrid.com
  2. Create an account or sign in
  3. Complete the initial onboarding questions
⚠️ SendGrid requires sender verification before emails can be delivered.

Step 2 β€” Verify Your Sender Identity

  1. Log in to the SendGrid dashboard
  2. Go to Settings β†’ Sender Authentication
  3. Choose Single Sender Verification or Domain Authentication
  4. Follow the on-screen steps to verify
πŸ’‘ Recommended for beginners:
Single Sender Verification

Step 3 β€” Create an API Key

  1. Open the SendGrid dashboard
  2. Navigate to Settings β†’ API Keys
  3. Click Create API Key
  4. Select Full Access or Restricted Access
  5. Copy the generated API key
πŸ” This API key will only be shown once. Store it securely.

Step 4 β€” Enter Configuration in the JSON Editor

In your system settings, open the Email Provider JSON editor and enter the following:

{
  "provider": "sendgrid",
  "api_key": "SG.xxxxxxxxxxxxxxxxxxxxxxxxx",
  "from": "noreply@yourcompany.com"
}
      
Field Required Description
provider Yes Must be exactly sendgrid
api_key Yes Your SendGrid API key
from Yes A verified sender email address

πŸ§ͺ Testing Your SendGrid Configuration

  1. Save the JSON configuration
  2. Send a test email from your system
  3. Check inbox and spam folder
βœ… If configured correctly, SendGrid will deliver emails automatically.

❌ Common Issues & Fixes

  • 403 Forbidden β†’ API key permissions are too restrictive
  • Email rejected β†’ Sender not verified
  • No delivery β†’ Check SendGrid Activity feed

🟣 Mailgun Email Provider Setup

Mailgun is a developer-focused email provider that uses domain-based sending and offers powerful delivery controls.

πŸ” Provider Overview

Mailgun is designed for transactional and system emails and is commonly used by technical teams. It is ideal for:

  • Developers who want full control over email delivery
  • Applications sending emails from a custom domain
  • Systems requiring detailed logs and diagnostics
🌐 Official Website: https://www.mailgun.com

Step 1 β€” Create or Access Your Mailgun Account

  1. Open the Mailgun website:
    https://www.mailgun.com
  2. Create an account or sign in
  3. Complete the onboarding process
⚠️ Mailgun requires domain verification before emails can be sent.

Step 2 β€” Add and Verify Your Sending Domain

  1. Log in to the Mailgun dashboard
  2. Navigate to Sending β†’ Domains
  3. Click Add New Domain
  4. Enter your domain (e.g. mg.yourcompany.com)
  5. Add the DNS records provided by Mailgun to your domain
  6. Wait for domain verification to complete
πŸ’‘ Using a subdomain (e.g. mg.company.com) is recommended.

Step 3 β€” Retrieve Your API Credentials

  1. Open the Mailgun dashboard
  2. Select your verified sending domain
  3. Go to Domain Settings β†’ API Keys
  4. Copy the Private API Key
πŸ” The Private API Key must be kept secret. Do not expose it publicly.

Step 4 β€” Enter Configuration in the JSON Editor

In your system settings, open the Email Provider JSON editor and enter the following configuration:

{
  "provider": "mailgun",
  "api_key": "unused",
  "api_secret": "key-xxxxxxxxxxxxxxxxxxxx",
  "domain": "mg.yourcompany.com",
  "from": "noreply@yourcompany.com"
}
      
Field Required Description
provider Yes Must be exactly mailgun
api_secret Yes Your Mailgun Private API Key
domain Yes Verified Mailgun sending domain
from Yes Email address under the verified domain

πŸ§ͺ Testing Your Mailgun Configuration

  1. Save the JSON configuration
  2. Send a test email
  3. Check Mailgun logs if delivery fails
βœ… Once verified, Mailgun delivers emails reliably from your domain.

❌ Common Issues & Solutions

  • Domain not verified β†’ Check DNS records
  • 401 Unauthorized β†’ API key incorrect
  • Email rejected β†’ Sender email not under verified domain

🟠 Amazon SES Email Provider Setup

Amazon SES (Simple Email Service) is a cloud-based email service designed for high-volume, low-cost, and enterprise-grade email delivery.

πŸ” Provider Overview

Amazon SES is part of Amazon Web Services (AWS) and is ideal for organisations sending large volumes of transactional email.

  • Very low cost per email
  • Highly reliable and scalable
  • Best suited for technical or enterprise users
🌐 Official Website: https://aws.amazon.com/ses/

Step 1 β€” Create or Access an AWS Account

  1. Visit the AWS website:
    https://aws.amazon.com
  2. Create an AWS account or sign in
  3. Enable billing for your account
⚠️ AWS requires a valid payment method, even though SES is very inexpensive.

Step 2 β€” Open Amazon SES in the AWS Console

  1. Log in to the AWS Console
  2. Search for SES (Simple Email Service)
  3. Select the AWS region you want to use (e.g. eu-west-1)
πŸ’‘ The region you choose must be entered exactly in the JSON configuration.

Step 3 β€” Verify Your Sender Identity

  1. In SES, go to Verified identities
  2. Choose to verify either:
    • An email address (simplest)
    • A domain (recommended for production)
  3. Complete the verification steps
⚠️ SES will not send emails until the sender identity is verified.

Step 4 β€” Create AWS Access Keys

  1. Open the AWS Console
  2. Go to IAM β†’ Users
  3. Create a new user with Programmatic access
  4. Attach a policy that allows SES sending
  5. Copy the Access Key ID and Secret Access Key
πŸ” These keys grant access to your AWS account. Keep them secure.

Step 5 β€” Enter Configuration in the JSON Editor

In your system settings, open the Email Provider JSON editor and enter the following configuration:

{
  "provider": "ses",
  "api_key": "AKIAxxxxxxxxxxxxxxxx",
  "api_secret": "xxxxxxxxxxxxxxxxxxxx",
  "region": "eu-west-1",
  "from": "noreply@yourcompany.com"
}
      
Field Required Description
provider Yes Must be exactly ses
api_key Yes AWS Access Key ID
api_secret Yes AWS Secret Access Key
region Yes AWS region used for SES
from Yes Verified email or domain sender

πŸ§ͺ Testing Your SES Configuration

  1. Save the JSON configuration
  2. Send a test email
  3. Check AWS SES sending statistics
ℹ️ New SES accounts may start in Sandbox Mode, which restricts recipients.

❌ Common Issues & Fixes

  • Sandbox mode β†’ Request production access in SES
  • Access denied β†’ IAM policy missing SES permissions
  • Email not delivered β†’ Sender identity not verified

βš™οΈ Custom Email Provider (Advanced)

This option allows you to connect any email service that provides an HTTP API, even if it is not officially listed.

πŸ‘€ Who Should Use a Custom Provider?

  • Advanced or technical users
  • Companies with an internal email gateway
  • Users of regional or private email services
  • Users migrating from legacy systems
⚠️ This option assumes you understand how your email provider’s API works.

πŸ” How the Custom Provider Works

Internally, the system sends email by calling a backend API endpoint with the following data:

{
  "from": "sender@email.com",
  "to": "recipient@email.com",
  "subject": "Email subject",
  "message": "

HTML content

", "provider": "custom", "api_key": "...", "api_secret": "..." }

When you use a custom provider, the system:

  1. Reads your JSON configuration
  2. Passes the credentials to the backend email API
  3. Routes the request to a custom provider handler
  4. Sends the email using your provider’s API

🧩 Required JSON Fields

Field Required Description
provider Yes Must be set to custom
api_key Usually Main authentication key for your provider
api_secret Optional Secondary key or token (if required)
from Yes Sender email address

πŸ“ Example Custom Provider Configuration

{
  "provider": "custom",
  "api_key": "your-api-key-here",
  "api_secret": "your-api-secret-here",
  "from": "noreply@yourcompany.com",
  "endpoint": "https://api.your-email-service.com/send"
}
      
πŸ’‘ Additional fields (like endpoint) can be stored here for reference or future integration.

βœ… When to Use a Custom Provider

  • Your provider is not listed
  • You are using a private/internal email API
  • You want full control over delivery logic
  • You plan to extend the backend later

πŸ” Fallback Behaviour

If the custom provider fails or is misconfigured:

  • The system will report an error
  • No email will be sent
  • You may optionally fall back to device email (mailto)
πŸ’‘ It is recommended to test custom providers in a staging environment first.

🏁 Final Notes & Best Practices

  • Always store API keys securely
  • Use dedicated sender emails
  • Monitor delivery logs
  • Test after every configuration change